ALPS ETF TR ALERIAN ENERGY is a security (CUSIP 00162Q676) tracked across SEC portfolio filings. 133 institutional managers reported $237.9M on Form 13F as of 2026-06-30.
Showing 15 of 133 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $21.5M | 562,151 |
| MORGAN STANLEY | NEW YORK, NY | $20.5M | 537,784 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $14.7M | 383,453 |
| LPL Financial LLC | FORT MILL, SC | $13.9M | 364,318 |
| Advisors Asset Management, Inc. | Monument, CO | $9.3M | 243,189 |
| Gross & Hartman Investments LLC | LEOLA, PA | $9.2M | 241,518 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $8.9M | 232,368 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $8.1M | 212,302 |
| HighTower Advisors, LLC | CHICAGO, IL | $8.1M | 212,479 |
| Mariner, LLC | Overland Park, KS | $7.1M | 184,979 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $6.5M | 169,924 |
| Safe Harbor Family Capital, LLC | CHAPEL HILL, NC | $5.7M | 148,963 |
| INDEPENDENT FINANCIAL GROUP, LLC | SAN DIEGO, CA | $5.4M | 142,363 |
| BRASADA CAPITAL MANAGEMENT, LP | HOUSTON, TX | $4.4M | 115,229 |
| Aspire Capital Advisors LLC | SEATTLE, WA | $4.1M | 107,865 |